The Salesforce economy will create more than $1 trillion in new revenue and 4.2 million jobs between 2019 and 2024. Developed in partnership with Trailhead — Salesforce's official learning platform — this certificate aims to teach you the foundational skills in Salesforce that will prepare you for a variety of entry-level sales roles, including the sales operations specialist position. This certificate is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. Through four courses, you will learn the fundamentals of CRM, how to manage leads in Salesforce, how to manage opportunities in Salesforce, how to use Salesforce to ensure customer success, and how to effectively leverage Salesforce data through reports and dashboards.
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Salesforce Sales Operations Professional Certificate
Launch Your Career in Salesforce. Learn the foundational skills in Salesforce needed to start a new career.
Instructors: Trailhead
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What you'll learn
Build reports, charts and dashboards in Salesforce to communicate relevant information about sales performance to stakeholders and executives.
Use Salesforce Sales Cloud Lightning to manage accounts, opportunities, products, quotes, and contracts.
Overview
Skills you'll gain
- Lead Generation
- Sales
- Sales Support
- B2B Sales
- Sales Process
- Sales Enablement
- Campaign Management
- Sales Development
- Sales Training
- Data Visualization
- Customer Relationship Management
- Order Management
- Sales Pipelines
- Sales Operations
- Sales Management
- Customer Success Management
- Request For Quotation (RFQ)
- Product Knowledge
Tools you'll learn
What’s included
Add to your LinkedIn profile
Professional Certificate - 4 course series
What you'll learn
Explain how CRM works in the context of sales, marketing, and customer service in modern businesses.
Articulate use cases for how Salesforce can provide value to sales teams.
Navigate Trailhead, the official learning platform of Salesforce.
Demonstrate a working knowledge of the basics of the Salesforce Sales Cloud.
Skills you'll gain
What you'll learn
Demonstrate an in-depth knowledge of how sales teams work together during the lead process.
Differentiate between Salesforce objects, fields, and records as they relate to Salesforce data management.
Import data into Salesforce and manage communication with contacts and the qualification of leads.
Skills you'll gain
What you'll learn
Describe what sales activities an account executive is typically responsible for and how a sales operations specialist would support them.
Demonstrate an in-depth knowledge of how sales teams progress opportunities through the sales pipeline and close deals in Salesforce.
Demonstrate proficiency using Salesforce Sales Cloud Lightning by managing accounts, opportunities, products, quotes, and contracts.
Skills you'll gain
What you'll learn
Understand and properly perform service/support agent processes using the Salesforce Case Management and Knowledge features in the Service Cloud.
Identify the value of using the Sales Cloud to create reports to track, improve, and forecast various aspects of the sales process.
Build reports, charts and dashboards to communicate relevant information about sales performance to stakeholders and executives.
Skills you'll gain
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
Get a head start on your degree
When you complete this Professional Certificate, you may be able to have your learning recognized for credit if you are admitted and enroll in one of the following online degree programs.¹
This Professional Certificate has ACE® recommendation. It is eligible for college credit at participating U.S. colleges and universities. Note: The decision to accept specific credit recommendations is up to each institution.
Instructors
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Frequently asked questions
The entire Specialization takes 16 weeks to complete. There are four courses in the Specialization and each course takes four weeks to complete.
None! This Specialization is designed for total beginners.
It is recommended that you take the courses in chronological order. However, if you already have some experience in CRM or Sales — or are interested in a specific topic (i.e., Opportunity Management in Salesforce) — you are free to take the courses in whatever order you prefer.
More questions
Financial aid available,
¹ Median salary and job opening data are sourced from Lightcast™ Job Postings Report. Content Creator, Machine Learning Engineer and Salesforce Development Representative (1/1/2024 - 12/31/2024) All other job roles (9/1/2024 - 9/1/2025)